PMG multi-asset funds
We believe in the importance of asset allocation and the key role that multi-asset
managed funds could provide as an investment solution for many investors.
At Prudential we have an established team of in-house experts, the Portfolio Management Group (PMG), who are entrusted with the day-to-day asset allocation decisions for over £125 billion (December 2009) of investors' money.
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The following multi-asset funds use wide ranging mandates that give the PMG the latitude to make tactical decisions around long-term strategic asset allocation positions, within set risk parameters.
The funds are available across a number of contracts and different currency options. You can find out more about these funds by either searching for the fund fact sheet or viewing the appropriate fund guide.
Click on the fund name to find out more:
The fund's objective is to deliver long term total return (the combination of income and growth of capital). The fund aims to achieve its objective through asset allocation unconstrained by any benchmark. The fund may invest globally either directly or via other collective investment schemes in assets including transferable securities, debt instruments, money market instruments, cash, near cash, deposits, equities, derivatives, and indirectly in property. Derivative instruments may be used for both investment purposes and efficient portfolio management.
The fund will invest no more than 60% of the portfolio in equities.
Currency: sterling
The fund's objective is to deliver long term total return (the combination of income and growth of capital) with a bias towards income. The fund aims to achieve its objective through asset allocation unconstrained by any benchmark. The fund may invest either directly or via other collective investment schemes in assets including transferable securities, debt instruments, money market instruments, cash, near cash, deposits, equities, derivatives, and indirectly in property. Derivative instruments may be used for both investment purposes and efficient portfolio management.
The fund will invest no more than 35% of the portfolio in equities.
Please note that there are also Euro and US Dollar versions of this fund
PruFund Growth Fund
The fund aims to maximise growth over the medium to long term by investing in shares, property, fixed interest and other investments. The fund currently invests in UK and international equities, property, fixed interest securities, index-linked securities and other specialist investments.
Please note that there are other versions of this same fund, including Euro and US Dollar versions.
PruFund Cautious Fund
The fund aims for steady and consistent growth through a cautious approach to investing. The fund currently invests around 70% in a well diversified portfolio of fixed interest securities and holdings of cash and money market instruments. The balance is invested in UK and international shares, property and alternative assets.
The PruFund Protected Cautious Fund is also available. This is the same as the PruFund Cautious Fund but offers a guarantee.
These are currently available through the Flexible Investment Plan, the Prudential Investment Plan, Trustee Investment Plan, Flexible Retirement Plan and the International Prudence Bond.
Please note that there are other versions of this same fund, including Euro and US Dollar versions.
Both PruFund and With-Profits invest in the Prudential With-Profits Fund.
Prudential's With-Profits Fund is one of the largest and one of the strongest in the UK. It currently invests mainly in a mix of company shares, fixed-interest securities and property, meaning it is well placed for potential real growth over the longer term.
Please note that there are other versions of this same fund, including Euro and US Dollar versions.
Both PruFund and With-Profits invest in the Prudential With-Profits Fund.
Commonly Used Literature
 Prudentials Portfolio Management Group (PMG) [198k] |
Quarterly Market Review [775k] |
With-Profits Quarterly Investment Review [836k] |
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